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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,955 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,306 | $44,764-61.3% | $68,791-74.8% | $64,808-73.3% |
| Participation rate | 88.1% | 64.8%+23.4pp | 69.0%+19.1pp | 71.5%+16.7pp |
| Annual return | -20.51% | -10.91%-9.6pp | -6.38%-14.1pp | 32.82%-53.3pp |
| Employer contribution / active EE | $1,214 | $1,775-31.6% | $2,655-54.3% | $2,506-51.6% |
| Participant deferral / active EE | $3,304 | $3,238+2.0% | $3,941-16.2% | $4,310-23.3% |
| Admin fee / account holder | $191 | $151+26.2% | $4,932-96.1% | $188+1.7% |